About Jennifer
Jennifer is responsible for directing the overall financial management of the firm and the oversight of all accounting and finance-related activities.
Prior to joining GYL Financial Synergies, Jennifer was a Principal at the CPA firm, Phillips Gold and Company, LLP. Her concentration was on the accounting, audit, tax, and consulting needs of a variety of clientele, including high-net-worth individuals, privately-owned companies, and employee benefit plans. Jennifer graduated Summa Cum Laude from Brooklyn College with a Bachelor of Science degree in Accounting. She holds the Certified Public Accountant certification as well as the CERTIFIED FINANCIAL PLANNER™ certification.
Outside of the office, Jennifer enjoys spending time with her family and friends.
The CFP® certification process, administered by CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients. To become certified, a person is required to meet the initial certification requirements: Education: Obtainment of a bachelor’s degree from an accredited college or university; Examination: Assessment of one’s ability to apply financial planning knowledge in an integrated format to financial planning situations; Ethics: Requirement to disclose whether one has been a party (or involved) in any criminal, civil, governmental, or self-regulatory agency proceeding or inquiry. One is also required to adhere to the CFP Board’s Code of Ethics and Professional Responsibility, the Rules of Conduct and Financial Planning Practice Standards, and to acknowledge CFP Board’s right to enforce them through its Disciplinary Rules and Procedures; Certification Renewal: One must meet CFP Board’s renewal standards to continue to use the CFP® marks.
Jennifer is responsible for directing the overall financial management of the firm and the oversight of all accounting and finance-related activities.
Prior to joining GYL Financial Synergies, Jennifer was a Principal at the CPA firm, Phillips Gold and Company, LLP. Her concentration was on the accounting, audit, tax, and consulting needs of a variety of clientele, including high-net-worth individuals, privately-owned companies, and employee benefit plans. Jennifer graduated Summa Cum Laude from Brooklyn College with a Bachelor of Science degree in Accounting. She holds the Certified Public Accountant certification as well as the CERTIFIED FINANCIAL PLANNER™ certification.
Outside of the office, Jennifer enjoys spending time with her family and friends.
The CFP® certification process, administered by CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients. To become certified, a person is required to meet the initial certification requirements: Education: Obtainment of a bachelor’s degree from an accredited college or university; Examination: Assessment of one’s ability to apply financial planning knowledge in an integrated format to financial planning situations; Ethics: Requirement to disclose whether one has been a party (or involved) in any criminal, civil, governmental, or self-regulatory agency proceeding or inquiry. One is also required to adhere to the CFP Board’s Code of Ethics and Professional Responsibility, the Rules of Conduct and Financial Planning Practice Standards, and to acknowledge CFP Board’s right to enforce them through its Disciplinary Rules and Procedures; Certification Renewal: One must meet CFP Board’s renewal standards to continue to use the CFP® marks.